Ezekia

Video Tutorials 24

• Video tutorial and screen guide summary
• Search Functionality Tutorial
• Types Of Profile Tutorial
• Target Companies Tutorial
• Assignment Manager Tutorial

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Frequently Asked Questions 31

• What are the different Show options in the filter panel for?
• Why can’t I always see other people’s meetings?
• How are Company Records Created?
• How do I add new users?
• How do I set the default Mail client to Outlook (windows 11)

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Screen Guides 18

• Video tutorials and screen guides
• Using the Chrome Extension
• Advanced Search
• Quick Search
• Record Relationships

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FAQ 111

• Forms not sending
• Who gets notifications of new executive signups?
• eMails or meetings have stopped synchronising with Outlook
• Incorrect time appearing on calendar items in Outlook
• What if the job is not in the search list?

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Outlook and Chrome Integration 23

• Chrome and Outlook Add-ins Installation
• How do I set up the default mail application?
• How do I get the Outlook Add-in to work in Safari?
• Why are there two ways of setting up email in Ezekia?
• Why do I get duplicate people records when using the Chrome extension?

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Other Integration 13

• What is the basic spreadsheet import process?
• What is the process to move to Ezekia from another platform??
• Why are some notification or client portal emails not arriving?
• What sort of things can I use Zapier for?
• Saving Outlook contacts to iPhone Contact List

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New Features 1

• Ezekia Webinar Recordings Archive